Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACLOX (NT SMALL COMPANY INSTITUTIONAL CLASS) | NA | 24.30% | 3.39% | 4.82% | 10.63% | NA | NA | … | … |
Data as of 12/23/2019, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACLOX (NT SMALL COMPANY INSTITUTIONAL CLASS) | 05/17/2006 | 12/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.32 | 24.30 | 3.39 | 4.82 | 10.63 | NA | NA | … | … | 16.28 | -13.53 | 11.33 | 18.40 | -4.82 | 5.69 | 43.95 | 13.98 | -0.81 | 27.50 | 20.17 | -38.20 | -5.84 | 1.12 |
| Sharpe Ratio | NA | 1.21 | 0.14 | 0.24 | 0.53 | NA | NA | … | … | 0.92 | -0.79 | 0.83 | 0.98 | -0.28 | 0.35 | 2.95 | 0.85 | -0.03 | 1.18 | 0.63 | -0.92 | -0.44 | -0.09 |
| Standard Deviation(%) | NA | 17.26 | 16.28 | 16.90 | 19.28 | NA | NA | … | … | 16.62 | 18.78 | 12.99 | 18.55 | 17.06 | 16.43 | 14.88 | 16.43 | 31.52 | 23.15 | 31.72 | 42.22 | 20.10 | 17.54 |
| Draw Down(%) | NA | 10.73 | 27.81 | 27.81 | 27.81 | NA | NA | … | … | 10.73 | 27.81 | 6.91 | 15.08 | 15.79 | 12.79 | 5.77 | 12.80 | 26.94 | 18.50 | 31.50 | 51.60 | 20.01 | 10.13 |
| Yield(%) | 0.00 | 1.33 | 9.46 | 7.64 | 11.31 | 5.37 | 4.03 | … | … | 0.84 | 13.62 | 14.60 | 0.70 | 8.06 | 12.70 | 16.48 | 6.42 | 8.43 | 0.58 | 0.54 | 0.23 | 0.40 | 0.20 |
Data as of 12/23/2019, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLOX (NT SMALL COMPANY INSTITUTIONAL CLASS) |
-16.63%
Jun 2006 – Jun 2009 |
-4.14%
May 2007 – May 2012 |
4.13%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLOX (NT SMALL COMPANY INSTITUTIONAL CLASS) |
28.16%
Feb 2009 – Feb 2012 |
25.96%
Feb 2009 – Feb 2014 |
15.49%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart